jaz-clio 5.47.4 → 5.47.5

package/assets/skills/api/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-api
-version: 5.47.4
+version: 5.47.5
 description: >-
   Use this skill whenever you call, debug, or review code that touches the Jaz
   REST API. Covers field names, response shapes, 159 production gotchas, error

package/assets/skills/cli/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-cli
-version: 5.47.4
+version: 5.47.5
 description: >-
   Use this skill when running Clio CLI commands, building shell scripts with
   Clio, debugging auth issues, understanding --json output, paginating results,
@@ -267,7 +267,7 @@ Sending `lineItems[]` to the FLAT endpoint silently ignores them and creates a $
 
 **Reports & Exports**: `reports` (16 report types), `exports`
 
-**AI & Automation**: `magic` (create, status, search, split), `quick-fix`, `capsules`, `capsule-transaction` (alias: `ct`, 13 recipe types)
+**AI & Automation**: `magic` (create, status), `quick-fix`, `capsules`, `capsule-transaction` (alias: `ct`, 13 recipe types)
 
 **Judgment journal**: `jots` (create, recall, dispose). Every write command also takes `--jot "<one line>"` to log the judgment behind that specific write inline, no extra call (see `--jot` in Common Flags).
 

package/assets/skills/cli/references/command-catalog.md

@@ -11,13 +11,13 @@ Complete reference for all 66 command groups. Organized by domain.
 |------------|-----------|
 | `list` | `--limit`, `--offset`, `--all`, `--format`, `--json` |
 | `get <id>` | `--json` |
-| `search` | `--ref`, `--contact`, `--status`, `--from`, `--to`, `--tag`, `--sort`, `--order` |
-| `create` | `--contact`, `--date`, `--due`, `--ref`, `--currency`, `--rate`, `--lines`, `--tax-profile`, `--finalize`, `--input` |
-| `update <id>` | `--contact`, `--date`, `--due`, `--ref`, `--lines`, `--input` |
+| `search` | `--reference`, `--contact-name`, `--status`, `--from`, `--to`, `--tag`, `--sort`, `--order` |
+| `create` | `--contact`, `--date`, `--due`, `--ref`, `--currency`, `--exchange-rate`, `--lines`, `--finalize`, `--input` |
+| `update <id>` | `--date`, `--due`, `--ref`, `--lines`, `--input` |
 | `delete <id>` | |
-| `pay <id>` | `--amount`, `--tx-amount`, `--account`, `--method`, `--ref`, `--date` |
+| `pay <id>` | `--amount`, `--transaction-amount`, `--account`, `--method`, `--ref`, `--date` |
 | `apply-credits <id>` | `--credit-note`, `--amount` |
-| `download <id>` | `--output` (PDF download) |
+| `download <id>` | `--json` — returns the PDF URL; writes no file |
 | `draft list` | `--max-rows N`, `--ids`, `--json` — ⚠️ fans out 1 attachment lookup per draft (5 in flight); pass `--max-rows 10` for spot checks |
 | `draft finalize <id>` | `--account`, `--input` |
 | `bulk-upsert` | `--input <file>`, `--json` — **FLAT** shape (one line per row via `itemDescription`+`totalAmount`+`invoiceAccountResourceId`). Async → jobId. `currencyCode` REQUIRED |
@@ -28,11 +28,11 @@ Complete reference for all 66 command groups. Organized by domain.
 |------------|-----------|
 | `list` | `--limit`, `--offset`, `--all`, `--format`, `--json` |
 | `get <id>` | `--json` |
-| `search` | `--ref`, `--contact`, `--status`, `--from`, `--to`, `--tag`, `--sort`, `--order` |
-| `create` | `--contact`, `--date`, `--due`, `--ref`, `--currency`, `--rate`, `--lines`, `--tax-profile`, `--finalize`, `--input` |
-| `update <id>` | `--contact`, `--date`, `--due`, `--ref`, `--lines`, `--input` |
+| `search` | `--reference`, `--contact-name`, `--status`, `--from`, `--to`, `--tag`, `--sort`, `--order` |
+| `create` | `--contact`, `--date`, `--due`, `--ref`, `--currency`, `--exchange-rate`, `--lines`, `--finalize`, `--input` |
+| `update <id>` | `--date`, `--due`, `--ref`, `--lines`, `--input` |
 | `delete <id>` | |
-| `pay <id>` | `--amount`, `--tx-amount`, `--account`, `--method`, `--ref`, `--date` |
+| `pay <id>` | `--amount`, `--transaction-amount`, `--account`, `--method`, `--ref`, `--date` |
 | `apply-credits <id>` | `--credit-note`, `--amount` |
 | `draft list` | `--max-rows N`, `--ids`, `--json` — same attachment fan-out warning as invoices |
 | `draft finalize <id>` | `--account`, `--input` |
@@ -44,13 +44,13 @@ Complete reference for all 66 command groups. Organized by domain.
 |------------|-----------|
 | `list` | `--limit`, `--offset`, `--all`, `--format`, `--json` |
 | `get <id>` | `--json` |
-| `search` | `--ref`, `--contact`, `--status`, `--from`, `--to`, `--tag`, `--sort`, `--order` |
-| `create` | `--contact`, `--date`, `--ref`, `--currency`, `--rate`, `--lines`, `--tax-profile`, `--finalize`, `--input` |
-| `update <id>` | `--contact`, `--date`, `--ref`, `--lines`, `--input` |
+| `search` | `--reference`, `--contact-name`, `--status`, `--from`, `--to`, `--tag`, `--sort`, `--order` |
+| `create` | `--contact`, `--date`, `--ref`, `--currency`, `--exchange-rate`, `--lines`, `--finalize`, `--input` |
+| `update <id>` | `--date`, `--ref`, `--lines`, `--input` |
 | `delete <id>` | |
 | `refund <id>` | `--amount`, `--account`, `--method`, `--ref`, `--date` |
 | `refunds <id>` | List refunds for a credit note |
-| `download <id>` | `--output` (PDF download) |
+| `download <id>` | `--json` — returns the PDF URL; writes no file |
 | `draft list` | `--max-rows N`, `--ids`, `--json` |
 | `bulk-upsert` | `--input <file>`, `--json` — Nested `lineItems[]`. Async → jobId. `currencyCode` REQUIRED |
 
@@ -59,9 +59,9 @@ Complete reference for all 66 command groups. Organized by domain.
 |------------|-----------|
 | `list` | `--limit`, `--offset`, `--all`, `--format`, `--json` |
 | `get <id>` | `--json` |
-| `search` | `--ref`, `--contact`, `--status`, `--from`, `--to`, `--tag`, `--sort`, `--order` |
-| `create` | `--contact`, `--date`, `--ref`, `--currency`, `--rate`, `--lines`, `--tax-profile`, `--finalize`, `--input` |
-| `update <id>` | `--contact`, `--date`, `--ref`, `--lines`, `--input` |
+| `search` | `--reference`, `--contact-name`, `--status`, `--from`, `--to`, `--tag`, `--sort`, `--order` |
+| `create` | `--contact`, `--date`, `--ref`, `--currency`, `--exchange-rate`, `--lines`, `--finalize`, `--input` |
+| `update <id>` | `--date`, `--ref`, `--lines`, `--input` |
 | `delete <id>` | |
 | `refund <id>` | `--amount`, `--account`, `--method`, `--ref`, `--date` |
 | `refunds <id>` | List refunds for a credit note |
@@ -73,11 +73,11 @@ Complete reference for all 66 command groups. Organized by domain.
 |------------|-----------|
 | `list` | `--limit`, `--offset`, `--all`, `--format`, `--json` |
 | `get <id>` | `--json` |
-| `search` | `--ref`, `--from`, `--to`, `--status`, `--tag`, `--type`, `--sort`, `--order` |
-| `create` | `--date`, `--ref`, `--entries`, `--currency`, `--rate`, `--finalize`, `--input` |
+| `search` | `--reference`, `--from`, `--to`, `--status`, `--tag`, `--type`, `--sort`, `--order` |
+| `create` | `--date`, `--ref`, `--entries`, `--finalize`, `--input` |
 | `update <id>` | `--date`, `--ref`, `--entries`, `--input` |
 | `delete <id>` | |
-| `transfer-trial-balance` (alias: `ttb`) | `--from-date`, `--to-date`, `--target-date` |
+| `transfer-trial-balance` (alias: `ttb`) | `--date`, `--entries`, `--input`, `--currency`, `--exchange-rate`, `--rate-direction` |
 | `draft list` | `--max-rows N`, `--ids`, `--json` |
 | `bulk-upsert` | `--input <file>`, `--json` — ⚠️ Natural key is `journalReference` (NOT `reference`); legs use `journalEntries[]` (NOT `entries[]`); each leg is `organizationAccountResourceId` (NOT `accountResourceId`) + exactly one of `debitAmount`/`creditAmount` (NOT `amount`+`type`), omitting the unused side. No `currencyCode` on journal rows. Async → jobId |
 
@@ -100,7 +100,7 @@ Same subcommands and flags as `cash-in`.
 | `list` | `--limit`, `--offset`, `--all`, `--format`, `--json` |
 | `get <id>` | `--json` |
 | `search` | `--ref`, `--from`, `--to`, `--status` |
-| `create` | `--from-account`, `--to-account`, `--amount`, `--date`, `--ref`, `--rate`, `--input` |
+| `create` | `--from-account`, `--to-account`, `--amount`, `--date`, `--ref`, `--input` |
 | `delete <id>` | |
 
 ### `clio payments` — Cashflow transactions (read-only)
@@ -109,14 +109,13 @@ Same subcommands and flags as `cash-in`.
 | `list` | `--limit`, `--offset`, `--all`, `--format`, `--json` |
 | `search` | `--from`, `--to`, `--type`, `--direction`, `--ref`, `--sort`, `--order` |
 | `get <id>` | `--json` |
-| `update <id>` | `--date`, `--ref`, `--input` |
+| `update <id>` | `--date`, `--reference`, `--input` |
 | `delete <id>` | |
 
 ### `clio cashflow` — Cashflow search
 | Subcommand | Key flags |
 |------------|-----------|
 | `search` | `--from`, `--to`, `--type`, `--direction`, `--ref`, `--sort`, `--order`, `--limit`, `--offset`, `--all` |
-| `delete <id>` | |
 
 ---
 
@@ -139,8 +138,8 @@ Same subcommands and flags as `cash-in`.
 | `list` | `--limit`, `--offset`, `--all`, `--format`, `--json` |
 | `get <id>` | `--json` |
 | `search <query>` | `--limit`, `--offset` |
-| `create` | `--name`, `--input` |
-| `update <id>` | `--name`, `--input` |
+| `create` | `--name` |
+| `update <id>` | `--name` |
 | `delete <id>` | |
 
 ### `clio accounts` — Chart of accounts
@@ -158,7 +157,7 @@ Same subcommands and flags as `cash-in`.
 | `list` | `--limit`, `--offset`, `--all`, `--format`, `--json` |
 | `get <id>` | `--json` |
 | `search <query>` | `--limit`, `--offset`, `--all` |
-| `create` | `--name`, `--sale-name`, `--purchase-name`, `--sale-price`, `--purchase-price`, `--account`, `--tax-profile`, `--input` |
+| `create` | `--sale-account`, `--purchase-account`, `--sale-tax`, `--purchase-tax`, `--name`, `--sale-name`, `--purchase-name`, `--sale-price`, `--purchase-price`, `--input` |
 | `update <id>` | Same as create flags |
 | `delete <id>` | |
 
@@ -192,7 +191,7 @@ Same subcommands and flags as `cash-in`.
 | `list` | `--limit`, `--offset`, `--all`, `--format`, `--json` |
 | `get <id>` | `--json` |
 | `search <query>` | `--limit`, `--offset` |
-| `create` | `--name`, `--rate`, `--tax-type`, `--input` |
+| `create` | `--rate`, `--name`, `--tax-type-code` |
 | `update <id>` | `--name`, `--rate` |
 | `types` | List available tax type codes |
 | `wht-codes` | List withholding tax codes |
@@ -246,7 +245,7 @@ Same subcommands and flags as `cash-in`.
 ### `clio claims` — Employee-expense claims
 | Subcommand | Key flags |
 |------------|-----------|
-| `search` (alias `list`) | `--status`, `--employee`, `--contact`, `--limit`, `--offset`, `--json` |
+| `search` | `--status`, `--employee-resource-id`, `--contact-resource-id`, `--reference`, `--from`, `--to`, `--sort`, `--order` |
 | `get <id>` | `--json` |
 | `create` | `--value-date`*, `--currency`*, `--employee`, `--contact` / `--vendor-name` (XOR), `--items <json>`, `--custom-fields <json>`, `--tags`, `--submit` |
 | `update <id>` | partial; `--items` non-empty REPLACES all lines, `--submit` |
@@ -260,13 +259,13 @@ Same subcommands and flags as `cash-in`.
 | `preview-conversion` | `--ids`, `--posting-rule`, `--payout-flow` |
 | `convert` | `--ids`, `--value-date`*, `--posting-rule`, `--include-payout`, `--idempotency-key` |
 | `record-payout` | `--employee`, `--amount`, `--payment-account`, `--payout-for` (REIMBURSEMENT / ADVANCE) |
-| `payouts` (search) | `--employee`, `--reference`, `--payout-status`, `--payout-type` (DIRECT_ENTRY / DISBURSEMENT / REIMBURSEMENT_PAYOUT / ADVANCE) — list recorded payouts |
+| `payouts` | `--employee-resource-id`, `--employee-name`, `--reference`, `--payout-status`, `--payout-type` |
 | `tracking-tags` / `custom-field-values` | picker arrays |
 
 ### `clio employees` — Claim members
 | Subcommand | Key flags |
 |------------|-----------|
-| `search` (alias `list`) | `--name`, `--status`, `--limit`, `--offset`, `--json` |
+| `search` | `--name`, `--email`, `--active`, `--claim-profile-resource-id`, `--sort`, `--order` |
 | `balances` (alias `search-balances`) | per-employee, per-currency reimbursement owed |
 | `get <id>` | `--json` |
 | `create` | `--name`, `--user`* (bind login), `--claim-profile`*, `--employment-type`, `--email`, `--manager` |
@@ -311,9 +310,9 @@ EmploymentType: `FULL_TIME` · `PART_TIME` · `CONTRACTOR` · `INTERN` · `TEMPO
 | `accounts` | `--limit`, `--json` |
 | `get <id>` | `--json` |
 | `records <accountId>` | `--from`, `--to`, `--status`, `--description`, `--limit`, `--offset`, `--all` |
-| `add-records <accountId>` | `--input` (JSON array of bank records) |
-| `import <accountId> <file>` | Supports CSV, OFX, XLS, XLSX |
-| `auto-recon` | READ-ONLY reconciliation suggestions. `--type <workflow>` and `--entries <id,...>` are both REQUIRED (per-entry; no account-wide mode). `--account` optional. |
+| `add-records <accountId>` | `--records`, (JSON array of bank records) |
+| `import <accountId> <file>` | `--file`, `--account`, Supports CSV, OFX, XLS, XLSX |
+| `auto-recon` | `--type`, `--entries`, READ-ONLY reconciliation suggestions. `--type <workflow>` and `--entries <id,...>` are both REQUIRED (per-entry; no account-wide mode). `--account` optional. |
 
 ### `clio bank-rules` — Bank reconciliation rules
 | Subcommand | Key flags |
@@ -337,12 +336,12 @@ Dynamic strings in rules: `{{bankReference}}`, `{{bankPayee}}`, `{{bankDescripti
 | `list` | `--limit`, `--offset`, `--all`, `--format`, `--json` |
 | `get <id>` | `--json` |
 | `search <query>` | `--limit`, `--offset` |
-| `create` | `--name`, `--type`, `--purchase-price`, `--purchase-date`, `--input` |
+| `create` | `--amount`, `--name`, `--type`, `--date`, `--input` |
 | `update <id>` | `--name`, `--input` |
 | `delete <id>` | |
-| `discard <id>` | `--date`, `--account` |
-| `sell <id>` | `--date`, `--amount`, `--account` |
-| `transfer <id>` | `--date`, `--to-type` |
+| `discard <id>` | `--disposal-date`, `--gain-loss-account` |
+| `sell <id>` | `--id`, `--depreciation-end-date`, `--sale-type`, `--gain-loss-account` |
+| `transfer <id>` | `--date`, `--type` |
 | `undo-disposal <id>` | Reverse a discard or sale |
 | `bulk-upsert` | `--input <file>`, `--json` — ⚠️ Date field is `valueDate` (NOT `purchaseDate` — that's the GET response field; bulk request uses `valueDate`). `cost`/`purchaseAmount` synonyms accepted. `effectiveLife`/`usefulLifeMonths` synonyms accepted. Required: `reference`, `registrationType` ("NEW" or "TRANSFER"). Async → jobId |
 
@@ -401,9 +400,9 @@ All seven of `--item-code`, `--name`, `--unit`, `--costing-method`, `--cogs-acco
 | `list-invoices` | `--limit`, `--offset`, `--all`, `--format`, `--json` |
 | `list-bills` | `--limit`, `--offset`, `--all`, `--format`, `--json` |
 | `list-journals` | `--limit`, `--offset`, `--all`, `--format`, `--json` |
-| `create-invoice` | `--contact`, `--ref`, `--interval`, `--start-date`, `--lines`, `--input` |
-| `create-bill` | `--contact`, `--ref`, `--interval`, `--start-date`, `--lines`, `--input` |
-| `create-journal` | `--ref`, `--interval`, `--start-date`, `--entries`, `--input` |
+| `create-invoice` | `--contact`, `--reference`, `--repeat`, `--start-date`, `--line-items`, `--input` |
+| `create-bill` | `--contact`, `--reference`, `--repeat`, `--start-date`, `--line-items`, `--input` |
+| `create-journal` | `--reference`, `--repeat`, `--start-date`, `--entries`, `--input` |
 
 Dynamic strings in schedulers: `{{Day}}`, `{{Date}}`, `{{Date+X}}`, `{{DateRange:X}}`, `{{Month}}`, `{{Month+X}}`, `{{MonthRange:X}}`, `{{Year}}`, `{{Year+X}}`
 
@@ -442,7 +441,6 @@ Also: `clio reports pdf` — generate PDF from a message/document.
 |------------|-----------|
 | `create` | one of `--file <path>` / `--url <url>` / `--html <string\|@file>`; `--type` (invoice, bill, credit-note-customer, credit-note-supplier); `--merged` (split a multi-doc PDF). `--html` takes raw HTML (e.g. an email body), rendered to a PDF server-side. Encrypted PDFs: `name__pw__password.pdf`. |
 | `status <workflowIds>` | Comma-separated workflow IDs |
-| `search` | `--type`, `--status`, `--from`, `--to`, `--limit`, `--offset` |
 
 ### `clio quick-fix <entity>` — Bulk-update transactions
 Entities: `invoices`, `bills`, `customer-credit-notes`, `supplier-credit-notes`, `journals`, `cash-entries`, `sale-schedules`, `purchase-schedules`, `subscription-schedules`, `journal-schedules`
@@ -486,16 +484,16 @@ All calculators work offline (no auth). Use `--json` for structured output.
 | `loan` | `--principal`, `--rate`, `--term` |
 | `lease` | `--payment`, `--term`, `--rate` (optional: `--useful-life` for hire purchase) |
 | `depreciation` | `--cost`, `--salvage`, `--life`, `--method` |
-| `prepaid-expense` | `--amount`, `--start-date`, `--months` |
-| `deferred-revenue` | `--amount`, `--start-date`, `--months` |
+| `prepaid-expense` | `--amount`, `--periods`, `--frequency`, `--start-date` |
+| `deferred-revenue` | `--amount`, `--periods`, `--frequency`, `--start-date` |
 | `fx-reval` | `--amount`, `--book-rate`, `--closing-rate`, `--rate-direction`, `--currency` |
-| `ecl` | `--receivables`, `--aging-buckets` (via `--input`) |
-| `provision` | `--amount`, `--rate`, `--periods` |
+| `ecl` | `--current`, `--30d`, `--60d`, `--90d`, `--120d`, `--rates`, `--existing-provision` |
+| `provision` | `--amount`, `--rate`, `--term`, `--start-date` |
 | `fixed-deposit` | `--principal`, `--rate`, `--term` |
-| `asset-disposal` | `--cost`, `--accumulated-dep`, `--proceeds` |
-| `accrued-expense` | `--amount`, `--start-date`, `--months` |
-| `leave-accrual` | `--daily-rate`, `--days`, `--employees` (via `--input`) |
-| `dividend` | `--total-dividend`, `--shares` (via `--input`) |
+| `asset-disposal` | `--cost`, `--salvage`, `--life`, `--acquired`, `--disposed`, `--proceeds`, `--method` |
+| `accrued-expense` | `--amount`, `--periods`, `--frequency`, `--start-date` |
+| `leave-accrual` | `--employees`, `--days`, `--daily-rate`, `--periods`, `--start-date` |
+| `dividend` | `--amount`, `--declaration-date`, `--payment-date`, `--withholding-rate` |
 
 Common optional flags: `--start-date`, `--currency`, `--json`
 
@@ -508,21 +506,21 @@ Blueprints are offline (no auth). Tools require auth.
 
 | Subcommand | Type | Key flags |
 |------------|------|-----------|
-| `month-end` | Blueprint | `--month`, `--year`, `--currency` |
-| `quarter-end` | Blueprint | `--quarter`, `--year`, `--currency` |
-| `year-end` | Blueprint | `--year`, `--currency` |
-| `bank-recon` | Blueprint | `--bank-account`, `--month` |
+| `month-end` | Blueprint | `--period`, `--currency` |
+| `quarter-end` | `--period`, Blueprint | `--currency` |
+| `year-end` | `--period`, Blueprint | `--currency` |
+| `bank-recon` | Blueprint | `--account`, `--period`, `--currency` |
 | `match` | Tool | `--input` (bank records + transactions JSON) |
-| `gst-vat` | Blueprint | `--period`, `--jurisdiction` |
-| `payment-run` | Blueprint | `--date` |
-| `outstanding` | Tool | `--contact`, `--limit` (group outstanding bills) |
-| `credit-control` | Blueprint | `--aging-days` |
-| `supplier-recon` | Blueprint | `--contact` |
-| `audit-prep` | Blueprint | `--year` |
-| `fa-review` | Blueprint | `--year` |
-| `document-collection` | Blueprint | `--month` |
-| `ingest` | Tool | `<path>` (classify + upload documents) |
-| `statutory-filing` | Blueprint | `--jurisdiction`, `--year` |
+| `gst-vat` | Blueprint | `--period` |
+| `payment-run` | Blueprint | `--due-before`, `--currency` |
+| `outstanding` | Tool | `--limit` (group outstanding bills) |
+| `credit-control` | `--overdue-days`, Blueprint | |
+| `supplier-recon` | `--supplier`, `--period`, Blueprint | |
+| `audit-prep` | `--period`, Blueprint | |
+| `fa-review` | `--currency`, Blueprint | |
+| `document-collection` | Blueprint | `--currency` |
+| `ingest` | `--source`, Tool | `<path>` (classify + upload documents) |
+| `statutory-filing` | Blueprint | `--ya`, `--jurisdiction`, `--currency` |
 | `sg-cs` | Tool | `--input` (compute Singapore Form C-S) |
 | `sg-ca` | Tool | `--input` (compute Singapore capital allowances) |
 
@@ -553,8 +551,8 @@ Batch create via `--input` file or stdin (`{ "entries": [...] }`, 1-100 per call
 |------------|-----------|
 | `list` | `--limit`, `--offset`, `--all`, `--format`, `--json` |
 | `search <query>` | `--limit`, `--offset` |
-| `invite` | `--email`, `--first-name`, `--last-name`, `--roles`, `--input` |
-| `update <id>` | `--roles`, `--input` |
+| `invite` | `--email`, `--first-name`, `--last-name`, `--role`, `--input` |
+| `update <id>` | `--role`, `--input` |
 | `remove <id>` | |
 
 ### `clio auth` — Authentication
@@ -569,8 +567,9 @@ See SKILL.md Auth Precedence section for full details.
 |------------|-----------|
 | `list` | `--type` (invoices, bills, journals, etc.), `--id` |
 | `add` | `--type`, `--id`, `<file>` |
-| `delete` | `--type`, `--id`, `--attachment-id` |
-| `table` | `--type`, `--id` (tabular view) |
+| `delete <attachmentId>` | `--type`, `--id` (the transaction; the attachment id is positional) |
+
+`list` renders the tabular view — pass `--format table` (the default) or `--format csv`.
 
 ### `clio help-center` (alias: `hc`) — Help center search
 ```

package/assets/skills/cli/references/common-workflows.md

@@ -249,7 +249,7 @@ clio magic create --html @./email-body.html --type invoice --json
 clio magic status "wf-id-1,wf-id-2,wf-id-3" --json
 
 # Search past magic workflows
-clio magic search --type bill --status COMPLETED --from 2026-03-01 --json
+clio magic status <workflowIds> --json   # comma-separated ids from `magic create`
 
 # For encrypted PDFs — embed the password in the filename via __pw__
 clio magic create --file ./encrypted-file__pw__secret123.pdf --type invoice --json

package/assets/skills/conversion/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-conversion
-version: 5.47.4
+version: 5.47.5
 description: >-
   Use this skill when migrating accounting data into Jaz — importing from Xero,
   QuickBooks, Sage, MYOB, or Excel exports. Covers the full conversion pipeline:

package/assets/skills/jaz-kit/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-kit
-version: 5.47.4
+version: 5.47.5
 description: >-
   Use this skill when an accountant, bookkeeper, or owner is running real books
   in Jaz across one or more organizations from the terminal — setting up a

package/assets/skills/jaz-pseudo-sql/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-pseudo-sql
-version: 5.47.4
+version: 5.47.5
 description: >-
   Use this skill when answering ad-hoc data questions that aren't covered by
   download_export (canonical reports — anomaly, audit, aging, P&L, BS, GL,

package/assets/skills/jobs/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-jobs
-version: 5.47.4
+version: 5.47.5
 description: >-
   Use this skill for recurring accounting workflows — month/quarter/year-end
   close, bank reconciliation, GST/VAT filing, payment runs, credit control,

package/assets/skills/transaction-recipes/SKILL.md

@@ -1,6 +1,6 @@
 ---
 name: jaz-recipes
-version: 5.47.4
+version: 5.47.5
 description: >-
   Use this skill when modeling complex multi-step accounting transactions —
   anything that spans multiple periods, involves changing amounts, or requires

package/cli.mjs

@@ -1048,7 +1048,7 @@ clio() {
 \u2713 Journal finalized: ${y.reference||y.resourceId}`)),console.log(R("  Status:"),y.status),C.length>0&&console.log(R("  Updated:"),C.join(", ")))})(i)),r.command("attachments <resourceId>").description("List attachments for a journal (URLs for agent inspection)").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((n,i)=>F(async o=>{let a=(await Nl(o,n)).data,u=(await li(o,"journals",n)).data;if(i.json)console.log(JSON.stringify({journalResourceId:n,journalReference:a.reference||null,attachments:u},null,2));else{if(u.length===0){console.log(`No attachments for journal ${a.reference||n}.`);return}console.log(R(`Attachments for ${a.reference||n}:
 `));for(let d of u)console.log(`  ${Se(d.resourceId)}  ${d.fileName||"(unnamed)"}`),d.fileUrl&&console.log(`    ${H(d.fileUrl)}`)}})(i)),e.command("bulk-upsert").description("Create or update manual journals in bulk (max 500). Natural key: journalReference (NOT reference). Each row carries multi-leg journalEntries[] (NOT entries[]); each leg is organizationAccountResourceId plus exactly one of debitAmount/creditAmount, omitting the unused side. Returns a jobId \u2014 poll with `clio background-jobs get <jobId>`. Dates ISO 8601 only.").option("--input <file>","Read JSON body from file (or pipe via stdin with --input -)").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action(F(async(n,i)=>{let o=be(i);o||(console.error('Error: --input <file> is required (JSON with { "journals": [...] } or a bare array)'),process.exit(1));let s=o.journals??o;Array.isArray(s)||(console.error('Error: expected { "journals": [...] }'),process.exit(1)),Nt(s,"journals",500,"journals");let a=await w2(n,s);i.json?console.log(JSON.stringify(a.data,null,2)):(console.log(Y(`Bulk upsert started. Job ID: ${a.data.jobId}`)),console.log(Se(`  Poll progress: clio background-jobs get ${a.data.jobId}`)))}))}Fe();Mt();gB();At();_t();dr();Ut();fr();function d3(t){return!Number.isFinite(t)||t===0?"\u2014":new Date(t).toISOString().slice(0,10)}function Ffe(t){let e=En(t.transactionStatus);console.log(R("Reference:"),t.transactionReference||"(none)"),console.log(R("  ID:"),Se(t.resourceId)),console.log(R("  Status:"),e),console.log(R("  Date:"),d3(t.valueDate)),console.log(R("  Type:"),t.businessTransactionType),console.log(R("  Direction:"),t.direction),console.log(R("  Amount:"),`${t.currencySymbol}${t.totalAmount.toFixed(2)} ${t.currencyCode}`),console.log(R("  Account:"),t.account?.name||"\u2014",H(`(${t.organizationAccountResourceId})`)),t.contactResourceId&&console.log(R("  Contact:"),t.contactResourceId)}var Ust=[{key:"resourceId",header:"ID",format:Be},{key:"transactionReference",header:"Reference",format:zn},{key:"transactionStatus",header:"Status",format:t=>En(String(t))},{key:"totalAmount",header:"Amount",align:"right",format:bn},{key:"valueDate",header:"Date",format:t=>d3(Number(t))}];function Qfe(t,e){let r=t.command(e.name).description(`Manage ${e.label.toLowerCase()} entries`);r.command("list").description(`List ${e.label.toLowerCase()} entries`).option("--limit <n>","Max results (default 100)",de).option("--offset <n>","Page number offset (0-indexed)",Ye).option("--all","Fetch all pages").option("--max-rows <n>","Max rows for --all (default 1000)",de).option("--format <type>","Output format: table, json, csv, yaml").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action(F(async(n,i)=>{let o=await He(i,s=>e.listFn(n,s),{label:`Fetching ${e.label.toLowerCase()} entries`});$e(o,Ust,i,e.label)})),r.command("get <resourceId>").description(`Get a ${e.label.toLowerCase()} entry by ID`).option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((n,i)=>F(async o=>{let{data:s}=await e.getFn(o,n);i.json?console.log(JSON.stringify(s,null,2)):Ffe(s)})(i)),r.command("create").description(`Create a ${e.label.toLowerCase()} entry (saves as draft by default)`).option("--jot <text>",we).option("--account <resourceId>","Bank account name or resourceId").option("--entries <json>","Entry lines as JSON array (offset entries)",fc).option("--date <YYYY-MM-DD>","Value date").option("--ref <reference>","Reference").option("--notes <text>","Notes").option("--tag <tag>","Tag").option(mc,Ac).option(gc,yc,Ko).option(Wi,Ts,Zi).option("--finalize","Finalize instead of saving as draft").option("--input <file>","Read full request body from JSON file (or pipe via stdin)").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action(F(async(n,i)=>{let o=be(i),s;if(o)s=await e.createFn(n,{...o,saveAsDraft:o.saveAsDraft??!i.finalize});else{Le(i,[{flag:"--account",key:"account"},{flag:"--entries",key:"entries"},{flag:"--date",key:"date"}]);let c=await oi(n,i.account,{filter:"bank",silent:i.json});i.account=c.resourceId;let u={accountResourceId:i.account,lines:i.entries,valueDate:i.date,saveAsDraft:!i.finalize};i.ref&&(u.reference=i.ref),i.notes&&(u.internalNotes=i.notes),i.tag&&(u.tags=[i.tag]);let d=Ec(i);bc(d,i),d&&(u.currency=d),s=await e.createFn(n,u)}let a=s.data;if(i.json)console.log(JSON.stringify(a,null,2));else{let c=i.finalize?"finalized":"draft";console.log(Y(`${e.label} created (${c}): ${a.resourceId}`)),console.log(R("ID:"),a.resourceId)}ve(n,`create_${e.name.replace(/-/g,"_")}`,i,s.data)})),r.command("update <resourceId>").description(`Update a ${e.label.toLowerCase()} entry`).option("--jot <text>",we).option("--entries <json>","Entry lines as JSON array",fc).option("--date <YYYY-MM-DD>","Value date").option("--ref <reference>","Reference").option("--notes <text>","Notes").option("--tag <tag>","Tag").option("--finalize","Finalize instead of saving as draft").option("--input <file>","Read full request body from JSON file (or pipe via stdin)").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((n,i)=>F(async o=>{let s=be(i),a;if(s)a=await e.updateFn(o,n,{...s,saveAsDraft:s.saveAsDraft??!i.finalize});else{let u={};i.entries&&(u.lines=i.entries),i.date&&(u.valueDate=i.date),i.ref&&(u.reference=i.ref),i.notes&&(u.internalNotes=i.notes),i.tag&&(u.tags=[i.tag]),u.saveAsDraft=!i.finalize,a=await e.updateFn(o,n,u)}let c=a.data;if(i.json)console.log(JSON.stringify(c,null,2));else{let u=i.finalize?"finalized":"draft";console.log(Y(`${e.label} updated (${u}): ${c.resourceId||n}`))}ve(o,`update_${e.name.replace(/-/g,"_")}`,i,a.data)})(i)),Ve({parent:r,fields:zd,defaults:Gd,fetcher:hm,columns:Ust,label:`Searching ${e.label.toLowerCase()}`,baseFilter:{businessTransactionType:{eq:e.txnType}},preProcess:async(n,i)=>{if(i.account){let o=await oi(n,i.account,{filter:"bank",silent:!!i.json});i.accountId=o.resourceId}}}),r.command("delete <resourceId>").description(`Delete/void a ${e.label.toLowerCase()} entry`).option("--jot <text>",we).option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((n,i)=>F(async o=>{await pm(o,n),i.json?console.log(JSON.stringify({deleted:!0,resourceId:n})):console.log(Y(`${e.label} ${n} deleted.`)),ve(o,`delete_${e.name.replace(/-/g,"_")}`,i,{resourceId:n})})(i))}zH();Fe();bde();gB();At();_t();dr();Ut();Mt();fr();var $st=[{key:"resourceId",header:"ID",format:Be},{key:"transactionReference",header:"Reference",format:zn},{key:"transactionStatus",header:"Status",format:t=>En(String(t))},{key:"totalAmount",header:"Amount",align:"right",format:bn},{key:"valueDate",header:"Date",format:t=>d3(Number(t))}];function qst(t){let e=t.command("cash-transfer").description("Manage cash transfer entries");e.command("list").description("List cash transfers").option("--limit <n>","Max results (default 100)",de).option("--offset <n>","Page number offset (0-indexed)",Ye).option("--all","Fetch all pages").option("--max-rows <n>","Max rows for --all (default 1000)",de).option("--format <type>","Output format: table, json, csv, yaml").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action(F(async(r,n)=>{let i=await He(n,o=>GH(r,o),{label:"Fetching cash transfers"});$e(i,$st,n,"Cash Transfers")})),e.command("get <resourceId>").description("Get a cash transfer by ID").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((r,n)=>F(async i=>{let{data:o}=await JH(i,r);n.json?console.log(JSON.stringify(o,null,2)):Ffe(o)})(n)),e.command("create").description("Create a cash transfer (saves as draft by default)").option("--jot <text>",we).option("--from-account <resourceId>","Source bank account name or resourceId (cash-out)").option("--to-account <resourceId>","Destination bank account name or resourceId (cash-in)").option("--amount <amount>","Transfer amount",ar).option("--date <YYYY-MM-DD>","Value date").option("--ref <reference>","Reference").option("--finalize","Finalize instead of saving as draft").option("--input <file>","Read full request body from JSON file (or pipe via stdin)").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action(F(async(r,n)=>{let i=be(n),o;if(i)o=await uB(r,{...i,saveAsDraft:i.saveAsDraft??!n.finalize});else{Le(n,[{flag:"--from-account",key:"fromAccount"},{flag:"--to-account",key:"toAccount"},{flag:"--amount",key:"amount"},{flag:"--date",key:"date"}]);let a=await oi(r,n.fromAccount,{filter:"bank",silent:n.json});n.fromAccount=a.resourceId;let c=await oi(r,n.toAccount,{filter:"bank",silent:n.json});if(n.toAccount=c.resourceId,n.fromAccount===n.toAccount)throw new Error("--from-account and --to-account must be different");let u={valueDate:n.date,cashOut:{accountResourceId:n.fromAccount,amount:n.amount},cashIn:{accountResourceId:n.toAccount,amount:n.amount},saveAsDraft:!n.finalize};n.ref&&(u.reference=n.ref),o=await uB(r,u)}let s=o.data;if(n.json)console.log(JSON.stringify(s,null,2));else{let a=n.finalize?"finalized":"draft";console.log(Y(`Cash transfer created (${a}): ${s.resourceId}`)),console.log(R("ID:"),s.resourceId)}ve(r,"create_cash_transfer",n,s)})),Ve({parent:e,fields:zd,defaults:Gd,fetcher:hm,columns:$st,label:"Searching cash transfers",baseFilter:{businessTransactionType:{eq:"JOURNAL_CASH_TRANSFER"}},preProcess:async(r,n)=>{if(n.account){let i=await oi(r,n.account,{filter:"bank",silent:!!n.json});n.accountId=i.resourceId}}}),e.command("delete <resourceId>").description("Delete/void a cash transfer").option("--jot <text>",we).option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((r,n)=>F(async i=>{await pm(i,r),n.json?console.log(JSON.stringify({deleted:!0,resourceId:r})):console.log(Y(`Cash transfer ${r} deleted.`)),ve(i,"delete_cash_transfer",n,{resourceId:r})})(n))}Fe();zde();At();_t();dr();fr();Ut();Mt();var jst=[{key:"resourceId",header:"ID",format:Be},{key:"businessTransactionReference",header:"Reference",format:zn},{key:"direction",header:"Dir",format:aP},{key:"valueDate",header:"Date",format:Qp},{key:"totalAmount",header:"Amount",align:"right"},{key:"businessTransactionType",header:"Type",format:t=>H(String(t??""))}];function Yst(t){let e=t.command("payments").description("Payment records: search, get, update, delete");e.command("list").description("List recent cashflow transactions").option("--limit <n>","Max results (default 100)",de).option("--offset <n>","Page number offset (0-indexed)",Ye).option("--all","Fetch all pages").option("--max-rows <n>","Max rows for --all (default 1000)",de).option("--format <type>","Output format: table, json, csv, yaml").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action(F(async(r,n)=>{let i=await He(n,o=>Dz(r,o),{label:"Fetching transactions"});$e(i,jst,n,"Payments")})),Ve({parent:e,fields:dS,defaults:fS,fetcher:EB,columns:jst,label:"Searching payments"}),e.command("get <resourceId>").description("Get a specific payment record").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((r,n)=>F(async i=>{let s=(await Sz(i,r)).data;n.json?console.log(JSON.stringify(s,null,2)):(console.log(R("ID:"),s.resourceId),console.log(R("Amount:"),s.paymentAmount),console.log(R("Date:"),s.valueDate),console.log(R("Method:"),s.paymentMethod),console.log(R("Reference:"),s.reference))})(n)),e.command("update <resourceId>").description("Update a payment record").option("--amount <n>","Corrected payment amount").option("--reference <ref>","Payment reference").option("--date <YYYY-MM-DD>","Payment date").option("--method <method>","Payment method (BANK_TRANSFER, CASH, CHEQUE, etc.)").option("--input <file>","Read full update body from JSON file (or pipe via stdin). Overrides flags").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((r,n)=>F(async i=>{let o=be(n),s;o?s=o:(s={},n.amount&&(s.paymentAmount=parseFloat(n.amount)),n.reference&&(s.reference=n.reference),n.date&&(s.valueDate=n.date),n.method&&(s.paymentMethod=n.method));let a=await Rz(i,r,s);n.json?console.log(JSON.stringify(a.data,null,2)):console.log(Y(`Payment ${r} updated.`))})(n)),e.command("delete <resourceId>").description("Delete (void) a payment record").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((r,n)=>F(async i=>{await xz(i,r),n.json?console.log(JSON.stringify({deleted:!0,resourceId:r})):console.log(Y(`Payment ${r} deleted.`))})(n))}Fe();vp();ZD();At();import{readFileSync as Uwr}from"node:fs";import{basename as $wr,extname as qwr,resolve as jwr}from"node:path";_t();fr();Mt();var Ywr=[{key:"resourceId",header:"ID",format:Be},{key:"valueDate",header:"Date"},{key:"netAmount",header:"Amount",align:"right",format:bn},{key:"description",header:"Description"},{key:"extContactName",header:"Payer/Payee"},{key:"status",header:"Status"}],Hst={".csv":"text/csv",".ofx":"application/x-ofx",".xls":"application/vnd.ms-excel",".xlsx":"application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"};function zst(t){let e=t.command("bank").description("Bank accounts and records");e.command("accounts").description("List bank accounts").option("--limit <n>","Max results",de).option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action(F(async(n,i)=>{let o=await Yb(n,{limit:i.limit});if(i.json)console.log(JSON.stringify(o,null,2));else{console.log(R(`Bank Accounts (${o.data.length}):
 `));for(let s of o.data)console.log(`  ${Se(s.resourceId)}  ${s.name}  ${H(s.currencyCode)}  ${s.status}`)}})),e.command("get <resourceId>").description("Get a bank account by resourceId").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((n,i)=>F(async o=>{let a=(await Hb(o,n)).data;i.json?console.log(JSON.stringify(a,null,2)):(console.log(R("Name:"),a.name),console.log(R("ID:"),a.resourceId),console.log(R("Account ID:"),a.accountResourceId),console.log(R("Currency:"),a.currencyCode),console.log(R("Status:"),a.status))})(i)),Ve({parent:e,commandName:"records",fields:pS,defaults:hS,fetcher:zb,columns:Ywr,label:"Searching bank records",positionalArg:"accountResourceId",pathParam:"accountResourceId",pathParamDescription:"Bank account resourceId"}),e.command("add-records <accountResourceId>").description("Add bank records via JSON (1-100 records per call)").option("--jot <text>",we).requiredOption("--records <json>","JSON array: [{amount, transactionDate, description?, payerOrPayee?, reference?}]").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((n,i)=>F(async o=>{let s=JSON.parse(i.records);if(!Array.isArray(s))throw new Error("--records must be a JSON array");if(s.length<1||s.length>100)throw new Error("--records must contain 1-100 entries");for(let[u,d]of s.entries()){if(typeof d!="object"||d===null)throw new Error(`records[${u}] must be an object`);if(typeof d.amount!="number"||!Number.isFinite(d.amount))throw new Error(`records[${u}].amount must be a finite number`);if(typeof d.transactionDate!="string"||!/^\d{4}-\d{2}-\d{2}$/.test(d.transactionDate))throw new Error(`records[${u}].transactionDate must be YYYY-MM-DD`)}let a=await WL(o,n,s),c=Array.isArray(a?.data?.errors)?a.data.errors:[];if(i.json)console.log(JSON.stringify(a.data,null,2));else if(c.length>0){console.log(ne(`${c.length} error(s):`));for(let u of c)console.log(`  ${ne(String(u))}`)}else console.log(Y(`Created ${s.length} bank record(s).`));ve(o,"add_bank_records",i,a.data)})(i));let r=_P;e.command("auto-recon").description("Get auto-reconciliation recommendations for specific bank statement entries").requiredOption("--type <type>",`Recommendation type (${r.join(", ")}). RECOMMENDATIONS returns every type except MAGIC_MATCH in one ranked call and is cheaper; MAGIC_MATCH scans open transactions and is requested on its own.`).requiredOption("--entries <ids>","Comma-separated bank statement entry resourceIds. Required \u2014 there is no account-wide mode, because an unscoped scan exceeds the request timeout on high-volume accounts.").option("--account <resourceId>","Bank account resourceId").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action(F(async(n,i)=>{let o=i.type.toUpperCase();r.includes(o)||(console.error(ne(`Invalid --type: ${o}`)),console.error(H(`Valid types: ${r.join(", ")}`)),process.exit(1));let s=i.entries.split(",").map(a=>a.trim()).filter(Boolean);s.length===0&&(console.error(ne("--entries must name at least one bank statement entry")),process.exit(1));try{let a=await n.post("/api/v1/search-magic-reconciliation",{bankAccountResourceId:i.account,recommendationType:o,bankStatementEntryResourceIds:s});if(i.json)console.log(JSON.stringify(a,null,2));else{let c=a.data,u=Array.isArray(c)?c.length:0;if(console.log(R(`Auto-Reconciliation Suggestions (${o}): ${u} found
-`)),Array.isArray(c)){for(let d of c.slice(0,50)){let f=d,p=f.description??f.bankRecordDescription??"",h=typeof f.amount=="number"?H(` $${f.amount.toFixed(2)}`):"";console.log(`  ${Se(String(f.bankRecordResourceId??f.resourceId??"?"))}  ${p}${h}`)}c.length>50&&console.log(H(`  ... and ${c.length-50} more (use --json for full output)`))}else console.log(JSON.stringify(a,null,2))}}catch(a){throw(a.status??a.response?.status)===404&&(console.error(ke("Auto-reconciliation endpoint not available on this server.")),process.exit(1)),a}})),e.command("import").description("Import a bank statement file (CSV, OFX, XLS, XLSX)").option("--jot <text>",we).requiredOption("--file <path>","Bank statement file path").requiredOption("--account <resourceId>","Bank account resourceId").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action(F(async(n,i)=>{let o=jwr(i.file),s=qwr(o).toLowerCase(),a=Hst[s];a||(console.error(ne(`Error: unsupported file type "${s}". Supported: ${Object.keys(Hst).join(", ")}`)),process.exit(1));let c=Uwr(o),u=new Blob([c],{type:a}),d=$wr(o),f=await Gb(n,{businessTransactionType:"BANK_STATEMENT",accountResourceId:i.account,sourceFile:u,sourceFileName:d});i.json?console.log(JSON.stringify(f.data,null,2)):(console.log(Y("Bank statement uploaded \u2014 processing started.")),console.log(R("File:"),d),console.log(H("Check status: clio magic search --type bank-statement"))),ve(n,"import_bank_statement",i,f.data)}))}Fe();zX();At();_t();var Lfe=["trial-balance","balance-sheet","profit-loss","cashflow","aged-ar","aged-ap","cash-balance","general-ledger","vat-ledger","equity-movement","bank-balance-summary","bank-recon-summary","bank-recon-details","fa-summary","fa-recon-summary","ar-report","ledger-highlights"],Mfe=["ACCOUNT","CONTACT","TRANSACTION","RELATIONSHIP"],Pfe=["ACCOUNT","TYPE","CATEGORY","STATUS"];function Gst(t){t.command("reports").description("Generate financial reports").command("generate <type>").description(`Generate a report (${Lfe.join(", ")})`).option("--from <YYYY-MM-DD>","Start date (for P&L, cashflow, equity, recon)").option("--to <YYYY-MM-DD>","End/snapshot date").option("--currency <code>","Currency code override").option("--group-by <groupBy>",`Group by \u2014 general-ledger: ${Mfe.join(", ")} | fa-summary: ${Pfe.join(", ")} (default ACCOUNT)`).option("--bank-account <id>","Bank account resourceId (for bank-recon-*)").option("--aggregate","For aged-ar/aged-ap: compact aging-bucket summary instead of the full per-contact breakdown").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((r,n)=>(Lfe.includes(r)||(console.error(ne(`Invalid report type: ${r}`)),console.error(H(`Valid types: ${Lfe.join(", ")}`)),process.exit(1)),F(async i=>{let o=Z4(),s;switch(r){case"trial-balance":s=await _2(i,{endDate:n.to??o,currencyCode:n.currency});break;case"balance-sheet":s=await D2(i,{primarySnapshotDate:n.to??o,currencyCode:n.currency});break;case"profit-loss":s=await S2(i,{startDate:n.from??`${o.slice(0,4)}-01-01`,endDate:n.to??o,currencyCode:n.currency});break;case"cashflow":s=await R2(i,{startDate:n.from??`${o.slice(0,4)}-01-01`,endDate:n.to??o});break;case"aged-ar":{let a=await x2(i,{startDate:n.from??`${(n.to??o).slice(0,4)}-01-01`,endDate:n.to??o});s=n.aggregate?{data:DC(a,"receivables")}:a;break}case"aged-ap":{let a=await T2(i,{startDate:n.from??`${(n.to??o).slice(0,4)}-01-01`,endDate:n.to??o});s=n.aggregate?{data:DC(a,"payables")}:a;break}case"cash-balance":s=await B2(i,{endDate:n.to??o});break;case"general-ledger":{let a=(n.groupBy??"ACCOUNT").toUpperCase();Mfe.includes(a)||(console.error(ne(`Invalid --group-by: ${a}`)),console.error(H(`Valid values: ${Mfe.join(", ")}`)),process.exit(1)),s=await k2(i,{startDate:n.from??`${o.slice(0,4)}-01-01`,endDate:n.to??o,groupBy:a});break}case"vat-ledger":s=await N2(i,{startDate:n.from??`${o.slice(0,4)}-01-01`,endDate:n.to??o});break;case"equity-movement":s=await O2(i,{primarySnapshotStartDate:n.from??`${o.slice(0,4)}-01-01`,primarySnapshotEndDate:n.to??o,currencyCode:n.currency});break;case"bank-balance-summary":s=await F2(i,{primarySnapshotDate:n.to??o,currencyCode:n.currency});break;case"bank-recon-summary":n.bankAccount||(console.error(ne("--bank-account is required for bank-recon-summary")),process.exit(1)),s=await Q2(i,{bankAccountResourceId:n.bankAccount,primarySnapshotStartDate:n.from??`${o.slice(0,4)}-01-01`,primarySnapshotEndDate:n.to??o,currencyCode:n.currency});break;case"bank-recon-details":n.bankAccount||(console.error(ne("--bank-account is required for bank-recon-details")),process.exit(1)),s=await L2(i,{bankAccountResourceId:n.bankAccount,primarySnapshotStartDate:n.from??`${o.slice(0,4)}-01-01`,primarySnapshotEndDate:n.to??o,filter:{},currencyCode:n.currency});break;case"fa-summary":{let a=(n.groupBy??"ACCOUNT").toUpperCase();Pfe.includes(a)||(console.error(ne(`Invalid --group-by: ${a}`)),console.error(H(`Valid values: ${Pfe.join(", ")}`)),process.exit(1)),s=await M2(i,{primarySnapshotStartDate:n.from??`${o.slice(0,4)}-01-01`,primarySnapshotEndDate:n.to??o,groupBy:a,currencyCode:n.currency});break}case"fa-recon-summary":s=await P2(i,{primarySnapshotStartDate:n.from??`${o.slice(0,4)}-01-01`,primarySnapshotEndDate:n.to??o,currencyCode:n.currency});break;case"ar-report":s=await U2(i,{endDate:n.to??o});break;case"ledger-highlights":s=await $2(i);break}n.json||console.log(R(`${r} Report:
+`)),Array.isArray(c)){for(let d of c.slice(0,50)){let f=d,p=f.description??f.bankRecordDescription??"",h=typeof f.amount=="number"?H(` $${f.amount.toFixed(2)}`):"";console.log(`  ${Se(String(f.bankRecordResourceId??f.resourceId??"?"))}  ${p}${h}`)}c.length>50&&console.log(H(`  ... and ${c.length-50} more (use --json for full output)`))}else console.log(JSON.stringify(a,null,2))}}catch(a){throw(a.status??a.response?.status)===404&&(console.error(ke("Auto-reconciliation endpoint not available on this server.")),process.exit(1)),a}})),e.command("import").description("Import a bank statement file (CSV, OFX, XLS, XLSX)").option("--jot <text>",we).requiredOption("--file <path>","Bank statement file path").requiredOption("--account <resourceId>","Bank account resourceId").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action(F(async(n,i)=>{let o=jwr(i.file),s=qwr(o).toLowerCase(),a=Hst[s];a||(console.error(ne(`Error: unsupported file type "${s}". Supported: ${Object.keys(Hst).join(", ")}`)),process.exit(1));let c=Uwr(o),u=new Blob([c],{type:a}),d=$wr(o),f=await Gb(n,{businessTransactionType:"BANK_STATEMENT",accountResourceId:i.account,sourceFile:u,sourceFileName:d});i.json?console.log(JSON.stringify(f.data,null,2)):(console.log(Y("Bank statement uploaded \u2014 processing started.")),console.log(R("File:"),d),console.log(H("Check status: clio background-jobs get <jobId>"))),ve(n,"import_bank_statement",i,f.data)}))}Fe();zX();At();_t();var Lfe=["trial-balance","balance-sheet","profit-loss","cashflow","aged-ar","aged-ap","cash-balance","general-ledger","vat-ledger","equity-movement","bank-balance-summary","bank-recon-summary","bank-recon-details","fa-summary","fa-recon-summary","ar-report","ledger-highlights"],Mfe=["ACCOUNT","CONTACT","TRANSACTION","RELATIONSHIP"],Pfe=["ACCOUNT","TYPE","CATEGORY","STATUS"];function Gst(t){t.command("reports").description("Generate financial reports").command("generate <type>").description(`Generate a report (${Lfe.join(", ")})`).option("--from <YYYY-MM-DD>","Start date (for P&L, cashflow, equity, recon)").option("--to <YYYY-MM-DD>","End/snapshot date").option("--currency <code>","Currency code override").option("--group-by <groupBy>",`Group by \u2014 general-ledger: ${Mfe.join(", ")} | fa-summary: ${Pfe.join(", ")} (default ACCOUNT)`).option("--bank-account <id>","Bank account resourceId (for bank-recon-*)").option("--aggregate","For aged-ar/aged-ap: compact aging-bucket summary instead of the full per-contact breakdown").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((r,n)=>(Lfe.includes(r)||(console.error(ne(`Invalid report type: ${r}`)),console.error(H(`Valid types: ${Lfe.join(", ")}`)),process.exit(1)),F(async i=>{let o=Z4(),s;switch(r){case"trial-balance":s=await _2(i,{endDate:n.to??o,currencyCode:n.currency});break;case"balance-sheet":s=await D2(i,{primarySnapshotDate:n.to??o,currencyCode:n.currency});break;case"profit-loss":s=await S2(i,{startDate:n.from??`${o.slice(0,4)}-01-01`,endDate:n.to??o,currencyCode:n.currency});break;case"cashflow":s=await R2(i,{startDate:n.from??`${o.slice(0,4)}-01-01`,endDate:n.to??o});break;case"aged-ar":{let a=await x2(i,{startDate:n.from??`${(n.to??o).slice(0,4)}-01-01`,endDate:n.to??o});s=n.aggregate?{data:DC(a,"receivables")}:a;break}case"aged-ap":{let a=await T2(i,{startDate:n.from??`${(n.to??o).slice(0,4)}-01-01`,endDate:n.to??o});s=n.aggregate?{data:DC(a,"payables")}:a;break}case"cash-balance":s=await B2(i,{endDate:n.to??o});break;case"general-ledger":{let a=(n.groupBy??"ACCOUNT").toUpperCase();Mfe.includes(a)||(console.error(ne(`Invalid --group-by: ${a}`)),console.error(H(`Valid values: ${Mfe.join(", ")}`)),process.exit(1)),s=await k2(i,{startDate:n.from??`${o.slice(0,4)}-01-01`,endDate:n.to??o,groupBy:a});break}case"vat-ledger":s=await N2(i,{startDate:n.from??`${o.slice(0,4)}-01-01`,endDate:n.to??o});break;case"equity-movement":s=await O2(i,{primarySnapshotStartDate:n.from??`${o.slice(0,4)}-01-01`,primarySnapshotEndDate:n.to??o,currencyCode:n.currency});break;case"bank-balance-summary":s=await F2(i,{primarySnapshotDate:n.to??o,currencyCode:n.currency});break;case"bank-recon-summary":n.bankAccount||(console.error(ne("--bank-account is required for bank-recon-summary")),process.exit(1)),s=await Q2(i,{bankAccountResourceId:n.bankAccount,primarySnapshotStartDate:n.from??`${o.slice(0,4)}-01-01`,primarySnapshotEndDate:n.to??o,currencyCode:n.currency});break;case"bank-recon-details":n.bankAccount||(console.error(ne("--bank-account is required for bank-recon-details")),process.exit(1)),s=await L2(i,{bankAccountResourceId:n.bankAccount,primarySnapshotStartDate:n.from??`${o.slice(0,4)}-01-01`,primarySnapshotEndDate:n.to??o,filter:{},currencyCode:n.currency});break;case"fa-summary":{let a=(n.groupBy??"ACCOUNT").toUpperCase();Pfe.includes(a)||(console.error(ne(`Invalid --group-by: ${a}`)),console.error(H(`Valid values: ${Pfe.join(", ")}`)),process.exit(1)),s=await M2(i,{primarySnapshotStartDate:n.from??`${o.slice(0,4)}-01-01`,primarySnapshotEndDate:n.to??o,groupBy:a,currencyCode:n.currency});break}case"fa-recon-summary":s=await P2(i,{primarySnapshotStartDate:n.from??`${o.slice(0,4)}-01-01`,primarySnapshotEndDate:n.to??o,currencyCode:n.currency});break;case"ar-report":s=await U2(i,{endDate:n.to??o});break;case"ledger-highlights":s=await $2(i);break}n.json||console.log(R(`${r} Report:
 `)),console.log(JSON.stringify(s.data,null,2))})(n)))}Fe();ac();mn();xF();An();At();Ut();_t();dr();Mt();fr();var Jst=[{key:"resourceId",header:"ID",format:Be},{key:"name",header:"Name"},{key:"saleItemName",header:"Sale Name"},{key:"purchaseItemName",header:"Purchase Name"}];function Vst(t){let e=t.command("items").description("Manage items (products & services)");e.command("list").description("List items").option("--limit <n>","Max results (default 100)",de).option("--offset <n>","Page number offset (0-indexed)",Ye).option("--all","Fetch all pages").option("--max-rows <n>","Max rows for --all (default 1000)",de).option("--api-key <key>","API key (overrides stored/env)").option("--format <type>","Output format: table, json, csv, yaml").addOption(new ri("--view <tier>","Payload tier: lean (summary rows) or full (default)").choices(["lean","full"])).option("--json","Output as JSON").action(F(async(r,n)=>{let i=await He(n,o=>_F(r,{...o,view:n.view}),{label:"Fetching items"});$e(i,Jst,n,"Items")})),Ve({parent:e,fields:mS,defaults:AS,fetcher:RE,columns:Jst,label:"Searching items"}),e.command("get <resourceId>").description("Get an item by resourceId").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((r,n)=>F(async i=>{let s=(await SE(i,r)).data;if(n.json)console.log(JSON.stringify(s,null,2));else{console.log(R("Name:"),s.internalName),console.log(R("Code:"),s.itemCode),console.log(R("ID:"),s.resourceId);let a=[s.appliesToSale&&"Sale",s.appliesToPurchase&&"Purchase"].filter(Boolean).join(", ");a&&console.log(R("Applies to:"),a)}})(n)),e.command("create").description("Create a new item").option("--jot <text>",we).option("--name <name>","Item name (internalName)").option("--code <code>","Item code").option("--sale","Applies to sales").option("--purchase","Applies to purchases").option("--sale-name <name>","Sale display name (defaults to --name)").option("--purchase-name <name>","Purchase display name (defaults to --name)").option("--sale-price <n>","Default sale price",ar).option("--purchase-price <n>","Default purchase price",ar).option("--sale-account <resourceId>","Sale account resourceId").option("--purchase-account <resourceId>","Purchase account resourceId").option("--sale-tax <resourceId>","Sale tax profile resourceId").option("--purchase-tax <resourceId>","Purchase tax profile resourceId").option("--custom-fields <json>",'Custom field values as JSON array: [{"customFieldName":"PO Number","actualValue":"PO-123"}]').option("--input <file>","Read full request body from JSON file (or pipe via stdin)").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action(F(async(r,n)=>{let i=be(n),o=i?.itemCode??n.code;if(o){let a=await g1(r,o);if(a){n.json?console.log(JSON.stringify(a,null,2)):(console.log(Se(`Item with code "${o}" already exists`)),console.log(R("ID:"),a.resourceId));return}}let s;if(i)s=await kw(r,i);else{Le(n,[{flag:"--name",key:"name"},{flag:"--code",key:"code"}]);let a=n.customFields?un(n.customFields):void 0;s=await kw(r,{internalName:n.name,itemCode:n.code,appliesToSale:n.sale??void 0,appliesToPurchase:n.purchase??void 0,saleItemName:n.sale?n.saleName??n.name:void 0,purchaseItemName:n.purchase?n.purchaseName??n.name:void 0,salePrice:n.salePrice,purchasePrice:n.purchasePrice,saleAccountResourceId:n.saleAccount,purchaseAccountResourceId:n.purchaseAccount,saleTaxProfileResourceId:n.saleTax,purchaseTaxProfileResourceId:n.purchaseTax,customFields:a})}n.json?console.log(JSON.stringify(s.data,null,2)):(console.log(Y(`Item created: ${n.name}`)),console.log(R("ID:"),s.data.resourceId)),ve(r,"create_item",n,s.data)})),e.command("update <resourceId>").description("Update an item").option("--jot <text>",we).option("--name <name>","New name").option("--code <code>","New item code").option("--sale-price <n>","New sale price",ar).option("--purchase-price <n>","New purchase price",ar).option("--custom-fields <json>","Custom field values as JSON array").option("--input <file>","Read full update body from JSON file (or pipe via stdin)").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((r,n)=>F(async i=>{let o=be(n),s;o?s=o:(s={},n.name!==void 0&&(s.internalName=n.name),n.code!==void 0&&(s.itemCode=n.code),n.salePrice!==void 0&&(s.salePrice=n.salePrice),n.purchasePrice!==void 0&&(s.purchasePrice=n.purchasePrice),n.customFields&&(s.customFields=un(n.customFields)));let a=await DF(i,r,s);n.json?console.log(JSON.stringify(a.data,null,2)):console.log(Y(`Item updated: ${a.data.internalName}`)),ve(i,"update_item",n,a.data)})(n)),e.command("delete <resourceId>").description("Delete an item").option("--jot <text>",we).option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((r,n)=>F(async i=>{await SF(i,r),n.json?console.log(JSON.stringify({deleted:!0,resourceId:r})):console.log(Y(`Item ${r} deleted.`)),ve(i,"delete_item",n,{resourceId:r})})(n)),e.command("bulk-upsert").description("Create or update items in bulk (max 500). Provide resourceId per item to update, omit to create.").option("--input <file>","Read JSON body from file (or pipe via stdin with --input -)").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action(F(async(r,n)=>{let i=be(n);i||(console.error('Error: --input <file> is required (JSON with { "items": [...] })'),process.exit(1));let o=i.items??i;Array.isArray(o)||(console.error('Error: expected { "items": [...] } or a JSON array'),process.exit(1)),Nt(o,"items",500);let s=await RF(r,o);if(n.json)console.log(JSON.stringify(s.data,null,2));else{let a=s.data;console.log(Y(`Queued ${a.totalRecords??o.length} item(s) \u2014 job ${a.jobId}`)),console.log(`  Poll: clio mcp-call search_background_jobs --args '{"filter":{"resourceId":{"eq":"${a.jobId}"}}}'`)}}))}Fe();zF();An();At();Ut();_t();dr();Mt();fr();var Wst=[{key:"resourceId",header:"ID",format:Be},{key:"name",header:"Name"}];function Zst(t){let e=t.command("tags").description("Manage tags");e.command("list").description("List tags").option("--limit <n>","Max results (default 100)",de).option("--offset <n>","Page number offset (0-indexed)",Ye).option("--all","Fetch all pages").option("--max-rows <n>","Max rows for --all (default 1000)",de).option("--api-key <key>","API key (overrides stored/env)").option("--format <type>","Output format: table, json, csv, yaml").option("--json","Output as JSON").action(F(async(r,n)=>{let i=await He(n,o=>QE(r,o),{label:"Fetching tags"});$e(i,Wst,n,"Tags")})),e.command("get <resourceId>").description("Get a tag by resourceId").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((r,n)=>F(async i=>{let s=(await qF(i,r)).data;n.json?console.log(JSON.stringify(s,null,2)):(console.log(R("Name:"),s.name),console.log(R("ID:"),s.resourceId))})(n)),Ve({parent:e,fields:qS,defaults:jS,fetcher:jF,columns:Wst,label:"Searching tags",positionalArg:"tagName",positionalFilter:r=>({tagName:{contains:r}})}),e.command("create").description("Create a new tag").option("--jot <text>",we).option("--name <name>","Tag name").option("--input <file>","Read full request body from JSON file (or pipe via stdin)").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action(F(async(r,n)=>{let i=be(n),o=i?.name??n.name;i||Le(n,[{flag:"--name",key:"name"}]);let s=await C1(r,o);if(s){n.json?console.log(JSON.stringify(s,null,2)):(console.log(ke(`Tag "${o}" already exists \u2014 reusing.`)),console.log(R("ID:"),s.resourceId));return}let a=i?await Pw(r,i):await Pw(r,{name:o});n.json?console.log(JSON.stringify(a.data,null,2)):(console.log(Y(`Tag created: ${o}`)),console.log(R("ID:"),a.data.resourceId)),ve(r,"create_tag",n,a.data)})),e.command("update <resourceId>").description("Rename a tag").option("--name <name>","New tag name").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((r,n)=>F(async i=>{Le(n,[{flag:"--name",key:"name"}]);let o=await YF(i,r,{name:n.name});n.json?console.log(JSON.stringify(o.data,null,2)):(console.log(Y(`Tag renamed to "${n.name}".`)),console.log(R("ID:"),o.data.resourceId))})(n)),e.command("delete <resourceId>").description("Delete a tag").option("--jot <text>",we).option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((r,n)=>F(async i=>{await HF(i,r),n.json?console.log(JSON.stringify({deleted:!0,resourceId:r})):console.log(Y(`Tag ${r} deleted.`)),ve(i,"delete_tag",n,{resourceId:r})})(n))}Fe();Qw();At();Ut();_t();dr();Mt();fr();var Xst=[{key:"resourceId",header:"ID",format:Be},{key:"title",header:"Name"},{key:"status",header:"Status",format:t=>String(t)}];function Kst(t){let e=t.command("capsules").description("Manage capsules (transaction grouping)");e.command("list").description("List capsules").option("--limit <n>","Max results (default 100)",de).option("--offset <n>","Page number offset (0-indexed)",Ye).option("--all","Fetch all pages").option("--max-rows <n>","Max rows for --all (default 1000)",de).option("--api-key <key>","API key (overrides stored/env)").option("--format <type>","Output format: table, json, csv, yaml").option("--json","Output as JSON").action(F(async(r,n)=>{let i=await He(n,o=>OF(r,o),{label:"Fetching capsules"});$e(i,Xst,n,"Capsules")})),Ve({parent:e,fields:zS,defaults:GS,fetcher:NE,columns:Xst,label:"Searching capsules",positionalArg:"title",positionalFilter:r=>({title:{contains:r}})}),e.command("get <resourceId>").description("Get a capsule by resourceId").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((r,n)=>F(async i=>{let s=(await Fw(i,r)).data;n.json?console.log(JSON.stringify(s,null,2)):(console.log(R("Title:"),s.title),s.description&&console.log(R("Description:"),s.description),console.log(R("ID:"),s.resourceId),s.type&&console.log(R("Type:"),s.type),s.capsuleType?.resourceId&&console.log(R("Type ID:"),s.capsuleType.resourceId))})(n)),e.command("create").description("Create a new capsule").option("--jot <text>",we).option("--title <title>","Capsule title").option("--type <resourceId>","Capsule type resourceId").option("--description <text>","Description").option("--input <file>","Read full request body from JSON file (or pipe via stdin)").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action(F(async(r,n)=>{let i=be(n),o;i?o=await hA(r,i):(Le(n,[{flag:"--title",key:"title"},{flag:"--type",key:"type"}]),o=await hA(r,{capsuleTypeResourceId:n.type,title:n.title,description:n.description})),n.json?console.log(JSON.stringify(o.data,null,2)):(console.log(Y(`Capsule created: ${n.title}`)),console.log(R("ID:"),o.data.resourceId)),ve(r,"create_capsule",n,o.data)})),e.command("update <resourceId>").description("Update a capsule").option("--jot <text>",we).option("--title <title>","New title").option("--description <text>","New description").option("--input <file>","Read full update body from JSON file (or pipe via stdin)").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((r,n)=>F(async i=>{let o=be(n),s;o?s=o:(s={},n.title!==void 0&&(s.title=n.title),n.description!==void 0&&(s.description=n.description));let a=await FF(i,r,s);n.json?console.log(JSON.stringify(a.data,null,2)):console.log(Y(`Capsule updated: ${a.data.title}`)),ve(i,"update_capsule",n,a.data)})(n)),e.command("delete <resourceId>").description("Delete a capsule").option("--jot <text>",we).option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((r,n)=>F(async i=>{await QF(i,r),n.json?console.log(JSON.stringify({deleted:!0,resourceId:r})):console.log(Y(`Capsule ${r} deleted.`)),ve(i,"delete_capsule",n,{resourceId:r})})(n)),e.command("types").description("List capsule types").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action(F(async(r,n)=>{let i=await kE(r);if(n.json)console.log(JSON.stringify(i.data,null,2));else{console.log(R(`Capsule Types (${i.data.length}):
 `));for(let o of i.data)console.log(`  ${Se(o.resourceId)}  ${o.displayName}${o.description?H(` \u2014 ${o.description}`):""}`)}})),e.command("create-type").description("Create a new capsule type").option("--name <name>","Capsule type display name").option("--description <text>","Description").option("--input <file>","Read full request body from JSON file (or pipe via stdin)").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action(F(async(r,n)=>{let i=be(n),o;i?o=await Ow(r,i):(Le(n,[{flag:"--name",key:"name"}]),o=await Ow(r,{displayName:n.name,description:n.description})),n.json?console.log(JSON.stringify(o.data,null,2)):(console.log(Y(`Capsule type created: ${n.name}`)),console.log(R("ID:"),o.data.resourceId))})),e.command("move").description("Move transactions from one capsule to another").requiredOption("--transactions <ids>","Comma-separated transaction resourceIds to move").requiredOption("--to <capsuleResourceId>","Destination capsule resourceId").requiredOption("--from <capsuleResourceId>","Source capsule resourceId").option("--api-key <key>","API key (overrides stored/env)").option("--json","JSON output").action(r=>F(async n=>{let i=r.transactions.split(",").map(o=>o.trim()).filter(Boolean);if(await LF(n,{businessTransactionResourceIds:i,newCapsuleResourceId:r.to,oldCapsuleResourceId:r.from}),r.json){console.log(JSON.stringify({moved:i.length,resourceIds:i,capsuleResourceId:r.to}));return}console.log(Y(`Moved ${i.length} transaction(s) to capsule ${r.to}.`))})(r))}Fe();GX();At();Ut();_t();dr();Mt();fr();var eat=[{key:"resourceId",header:"ID",format:Be},{key:"catalogName",header:"Name"},{key:"status",header:"Status"}];function tat(t){let e=be({input:t.input})??{};return{catalogName:t.name??e.catalogName,...e.description!==void 0||t.description!==void 0?{description:t.description??e.description}:{},...e.status!==void 0||t.status!==void 0?{status:t.status??e.status}:{},...e.contactGroupResourceIds?{contactGroupResourceIds:e.contactGroupResourceIds}:{},...e.items?{items:e.items}:{}}}function rat(t){let e=t.command("catalogs").description("Manage catalogs (product/service groupings)");e.command("list").description("List catalogs").option("--limit <n>","Max results (default 100)",de).option("--offset <n>","Page number offset (0-indexed)",Ye).option("--all","Fetch all pages").option("--max-rows <n>","Max rows for --all (default 1000)",de).option("--api-key <key>","API key (overrides stored/env)").option("--format <type>","Output format: table, json, csv, yaml").option("--json","Output as JSON").action(F(async(r,n)=>{let i=await He(n,o=>q2(r,o),{label:"Fetching catalogs"});$e(i,eat,n,"Catalogs")})),Ve({parent:e,fields:vS,defaults:wS,fetcher:Y2,columns:eat,label:"Searching catalogs"}),e.command("get <resourceId>").description("Get a catalog (with its items)").option("--api-key <key>","API key (overrides stored/env)").option("--json","JSON output").action((r,n)=>F(async i=>{let o=await j2(i,r);console.log(JSON.stringify(o.data,null,2))})(n)),e.command("create").description("Create a catalog").requiredOption("--name <name>","Catalog name").option("--description <text>","Catalog description").option("--status <status>","Record status (ACTIVE / INACTIVE \u2014 defaults INACTIVE)").option("--input <file>","JSON file with the full catalog body; items[] is mandatory (a create with no items is rejected), contactGroupResourceIds[] is optional; flags override its scalars").option("--api-key <key>","API key (overrides stored/env)").option("--json","JSON output").action(r=>F(async n=>{let i=await H2(n,tat(r));if(r.json){console.log(JSON.stringify(i.data,null,2));return}console.log(Y(`Catalog created: ${i.data.resourceId}`))})(r)),e.command("update <resourceId>").description("Update a catalog. FULL REPLACEMENT \u2014 pass --input with the complete body (get it first); omitting items / contactGroupResourceIds drops them").option("--name <name>","Catalog name").option("--description <text>","Catalog description").option("--status <status>","Record status (ACTIVE / INACTIVE)").option("--input <file>","JSON file with the full catalog body; flags override its scalars").option("--api-key <key>","API key (overrides stored/env)").option("--json","JSON output").action((r,n)=>F(async i=>{let o=await z2(i,r,tat(n));if(n.json){console.log(JSON.stringify(o.data,null,2));return}console.log(Y(`Catalog ${r} updated.`))})(n)),e.command("delete <resourceId>").description("Delete a catalog").option("--api-key <key>","API key (overrides stored/env)").option("--json","JSON output").action((r,n)=>F(async i=>{if(await G2(i,r),n.json){console.log(JSON.stringify({deleted:!0,resourceId:r}));return}console.log(Y(`Catalog ${r} deleted.`))})(n))}Fe();mn();ac();Mt();fr();eU();mm();At();_t();dr();Ut();var nat=[{key:"resourceId",header:"ID",format:Be},{key:"reference",header:"Reference",format:zn},{key:"status",header:"Status",format:t=>En(String(t))},{key:"totalAmount",header:"Amount",align:"right",format:bn},{key:"valueDate",header:"Date",format:t=>Pt(String(t))??"-"}];function iat(t){let e=t.command("customer-credit-notes").description("Manage customer credit notes");e.command("list").description("List customer credit notes").option("--limit <n>","Max results (default 100)",de).option("--offset <n>","Page number offset (0-indexed)",Ye).option("--all","Fetch all pages").option("--max-rows <n>","Max rows for --all (default 1000)",de).option("--format <type>","Output format: table, json, csv, yaml").option("--api-key <key>","API key (overrides stored/env)").addOption(new ri("--view <tier>","Payload tier: lean (summary rows) or full (default)").choices(["lean","full"])).option("--json","Output as JSON").action(F(async(n,i)=>{let o=await He(i,s=>J2(n,{...s,view:i.view}),{label:"Fetching customer credit notes"});$e(o,nat,i,"Customer Credit Notes")})),e.command("get <resourceId>").description("Get a customer credit note by resourceId").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((n,i)=>F(async o=>{let a=(await Ol(o,n)).data;if(i.json)console.log(JSON.stringify(a,null,2));else{if(console.log(R("Reference:"),a.reference||"(none)"),console.log(R("ID:"),a.resourceId),console.log(R("Status:"),a.status),console.log(R("Date:"),Pt(a.valueDate)),a.totalAmount!==void 0&&console.log(R("Total:"),a.totalAmount.toFixed(2)),a.lineItems?.length){console.log(R("Line Items:"));for(let c of a.lineItems){let u=c.quantity??1,d=c.unitPrice??0;console.log(`  - ${c.name}  qty: ${u}  price: ${d.toFixed(2)}`)}}a.invoiceNotes&&console.log(R("Notes:"),a.invoiceNotes)}})(i)),Ve({parent:e,fields:$p,defaults:vC,fetcher:pR,columns:nat,label:"Searching customer credit notes"}),e.command("create").description("Create a customer credit note (saves as draft by default)").option("--jot <text>",we).option("--contact <resourceId>","Contact name or resourceId").option("--lines <json>","Line items as JSON array",$n).option("--date <YYYY-MM-DD>","Credit note date (valueDate)").option("--ref <reference>","Credit note reference/number").option("--notes <text>","Notes").option("--tag <tag>","Tag").option("--custom-fields <json>",'Custom field values as JSON array: [{"customFieldName":"PO Number","actualValue":"PO-123"}]').option(mc,Ac).option(gc,yc,Ko).option(Wi,Ts,Zi).option("--finalize","Finalize instead of saving as draft").option("--input <file>","Read full request body from JSON file (or pipe via stdin)").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action(F(async(n,i)=>{let o=be(i),s;if(o)s=await hR(n,{...o,saveAsDraft:o.saveAsDraft??!i.finalize});else{Le(i,[{flag:"--contact",key:"contact"},{flag:"--lines",key:"lines"},{flag:"--date",key:"date"}]);let a=await Ci(n,i.contact,{silent:i.json});i.contact=a.resourceId;let c=Ec(i);bc(c,i);let u=i.customFields?un(i.customFields):void 0;s=await hR(n,{contactResourceId:i.contact,lineItems:i.lines,valueDate:i.date,reference:i.ref,invoiceNotes:i.notes,tags:i.tag?[i.tag]:void 0,customFields:u,currency:c,saveAsDraft:!i.finalize})}if(tp(s,i),i.json)console.log(JSON.stringify(s.appliedRate?{...s.data,appliedRate:s.appliedRate}:s.data,null,2));else{let a=i.finalize?"finalized":"draft";console.log(Y(`Customer credit note created (${a}): ${s.data.reference||s.data.resourceId}`)),console.log(R("ID:"),s.data.resourceId)}ve(n,"create_customer_credit_note",i,s.data)})),e.command("update <resourceId>").description("Update a draft customer credit note").option("--jot <text>",we).option("--ref <reference>","New reference").option("--date <YYYY-MM-DD>","New credit note date").option("--lines <json>","New line items as JSON array",$n).option("--notes <text>","New notes").option("--tag <tag>","New tag").option("--custom-fields <json>","Custom field values as JSON array").option("--input <file>","Read full update body from JSON file (or pipe via stdin)").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((n,i)=>F(async o=>{let s=be(i),a;s?a=s:(a={},i.ref!==void 0&&(a.reference=i.ref),i.date!==void 0&&(a.valueDate=i.date),i.lines!==void 0&&(a.lineItems=i.lines),i.notes!==void 0&&(a.notes=i.notes),i.tag!==void 0&&(a.tag=i.tag),i.customFields!==void 0&&(a.customFields=un(i.customFields)));let c=await V2(o,n,a);i.json?console.log(JSON.stringify(c.data,null,2)):console.log(Y(`Customer credit note updated: ${c.data.reference||c.data.resourceId}`)),ve(o,"update_customer_credit_note",i,c.data)})(i)),e.command("delete <resourceId>").description("Delete/void a customer credit note").option("--jot <text>",we).option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((n,i)=>F(async o=>{await W2(o,n),i.json?console.log(JSON.stringify({deleted:!0,resourceId:n})):console.log(Y(`Customer credit note ${n} deleted.`)),ve(o,"delete_customer_credit_note",i,{resourceId:n})})(i)),e.command("refund <resourceId>").description("Record a refund against a customer credit note").option("--jot <text>",we).option("--amount <n>","Refund amount (bank currency)",ar).option("--account <resourceId>","Refund account name or resourceId (any chart-of-accounts account)").option("--date <YYYY-MM-DD>","Refund date (valueDate)").option("--transaction-amount <n>","Transaction amount (CN currency, if different from bank)",ar).option("--method <method>","Refund method (BANK_TRANSFER, CASH, CHEQUE, etc.)","BANK_TRANSFER").option("--ref <reference>","Refund reference").option("--draft","Save as draft instead of finalizing").option("--input <file>","Read full refund body from JSON file (or pipe via stdin)").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((n,i)=>F(async o=>{let s=be(i),a;if(s)a=await AR(o,n,{...s,saveAsDraft:s.saveAsDraft??i.draft??!1});else{Le(i,[{flag:"--amount",key:"amount"},{flag:"--account",key:"account"},{flag:"--date",key:"date"}]);let u=new Set(["BANK_TRANSFER","CASH","CHEQUE"]).has(i.method)?"bank":"any",d=await oi(o,i.account,{filter:u,silent:i.json});i.account=d.resourceId,a=await AR(o,n,{paymentAmount:i.amount,transactionAmount:i.transactionAmount??i.amount,accountResourceId:i.account,valueDate:i.date,dueDate:i.date,paymentMethod:i.method,reference:i.ref??"",saveAsDraft:i.draft??!1})}i.json?console.log(JSON.stringify(a.data,null,2)):console.log(Y(`Refund recorded for customer credit note ${n}`)),ve(o,"create_customer_credit_note_refund",i,a.data)})(i)),e.command("refunds <resourceId>").description("List refunds for a customer credit note").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((n,i)=>F(async o=>{let a=(await Z2(o,n)).data;if(i.json)console.log(JSON.stringify(a,null,2));else{if(!a?.length){console.log("No refunds found.");return}console.log(R(`Refunds (${a.length}):
 `));for(let c of a)console.log(`  ${Se(c.resourceId)}  ${c.reference||"(no ref)"}  ${c.status}  ${c.refundAmount}  ${Pt(c.valueDate)}`)}})(i)),e.command("download <resourceId>").description("Download a customer credit note as PDF (returns URL)").option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action((n,i)=>F(async o=>{let s=await X2(o,n);i.json?console.log(JSON.stringify(s.data,null,2)):(console.log(Y("PDF download ready:")),console.log(H(s.data.fileUrl)))})(i));let r=e.command("draft").description("Manage draft customer credit notes (inspect, finalize, attachments)");r.command("list").description("List all draft customer credit notes with per-field validation status").option("--ids <ids>","Comma-separated IDs to inspect (instead of all drafts)").option("--max-rows <n>","Max drafts to fetch (default 1000)",de).option("--api-key <key>","API key (overrides stored/env)").option("--json","Output as JSON").action(F(async(n,i)=>{let o;if(i.ids){let c=i.ids.split(",").map(u=>u.trim()).filter(Boolean);o=await Promise.all(c.map(async u=>(await Ol(n,u)).data)),o=o.filter(u=>u.status==="DRAFT")}else o=(await He({all:!0,json:!0,maxRows:i.maxRows},({limit:u,offset:d})=>pR(n,{filter:{status:{eq:"DRAFT"}},limit:u,offset:d,sort:{sortBy:["valueDate"],order:"DESC"}}),{label:"Fetching draft customer credit notes"})).data;let s=5,a=[];for(let c=0;c<o.length;c+=s){let u=o.slice(c,c+s),d=await Promise.all(u.map(async f=>{let p=0;try{p=(await li(n,"customer-credit-notes",f.resourceId)).data.length}catch{}return $o(f,oo,p)}));a.push(...d)}if(i.json){let c=a.filter(u=>u.ready).length;console.log(JSON.stringify({totalDrafts:a.length,readyCount:c,needsAttentionCount:a.length-c,drafts:a},null,2))}else sd("Customer Credit Notes",a)})),ym(r.command("finalize <resourceId>").description("Fill missing fields and convert a draft customer credit note to APPROVED").option("--jot <text>",we)).action((n,i)=>F(async o=>{let s=be(i),c=(await Ol(o,n)).data;if(c.status!=="DRAFT"){let E=`Customer credit note ${n} is ${c.status}, not DRAFT.`;i.json?console.log(JSON.stringify({finalized:!1,error:E})):console.error(ne(E)),process.exit(1)}let u={...i};if(i.contact){let E=await Ci(o,i.contact,{silent:i.json});u.contact=E.resourceId}if(i.account){let E=await oi(o,i.account,{filter:"line-item",silent:i.json});u.account=E.resourceId}if(i.taxProfile){let E=await xu(o,i.taxProfile,{silent:i.json});u.taxProfile=E.resourceId}let d;s?d=s:d=td(c,u);let f=Object.keys(d),p={...c,...d};d.lineItems&&(p.lineItems=d.lineItems);let{missingFields:h,missingCount:m,ready:A}=Ys(p,oo);if(!s){let E={reference:p.reference||void 0,contactResourceId:p.contactResourceId,valueDate:Pt(d.valueDate)||Pt(c.valueDate)},I=d.lineItems??c.lineItems??[];E.lineItems=I.map(v=>Wc(v)),(d.isTaxVatApplicable!=null||c.isTaxVATApplicable!=null)&&(E.isTaxVATApplicable=d.isTaxVatApplicable??c.isTaxVATApplicable),(d.taxInclusion!=null||c.taxInclusion!=null)&&(E.taxInclusion=d.taxInclusion??c.taxInclusion),d.notes&&(E.notes=d.notes),d.tag&&(E.tag=d.tag),d=E}if(i.dryRun){let E=Co(p,oo);if(i.json)console.log(JSON.stringify({finalized:!1,dryRun:!0,resourceId:n,reference:p.reference||null,ready:A,missingCount:m,missingFields:h,validation:E},null,2));else if(A)console.log(Y(`\u2713 ${p.reference||n} is ready to finalize.`));else{console.error(ke(`\u2717 ${p.reference||n} \u2014 ${m} issue${m>1?"s":""} remaining:`));for(let I of h){let v=oo.find(x=>I===x.field||I.endsWith(`.${x.field}`));console.log(`  ${I}: ${ne("MISSING")} \u2014 ${v?.hint??""}`)}}return}if(!A){let E=Co(p,oo);if(i.json)console.log(JSON.stringify({finalized:!1,resourceId:n,reference:p.reference||null,ready:!1,missingCount:m,missingFields:h,validation:E},null,2));else{console.error(ne(`

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "jaz-clio",
-  "version": "5.47.4",
+  "version": "5.47.5",
   "description": "Clio: Command Line Interface Operator for Jaz AI.",
   "type": "module",
   "bin": {